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McKay Wealth Management Group
McKay Wealth Management is a second-generation family business that builds deeply personal relationships with clients and offers compassionately tailored...
Overview
McKay Wealth Management is a second-generation family business that builds deeply personal relationships with clients and offers compassionately tailored services beyond traditional financial advice. Using a team-based approach, they put combined decades of experience into understanding and planning for clients' unique circumstances. They help clients understand current and future financial situations and create customized plans without jargon or judgment.
General information
Firm type
RIA
Principals
Lindsey McKay
CFP®, CSSCS — Author, Partner
Norma Drysdale — Business Development & Client Services
Nathan O'Connor — Registered Representative
Julia Shulikov — Registered Representative
Carrie Anderson — Registered Representative
James R. McKay
CFP®, AIF® — Partner
Jason Richert
CRPC ®, AIF ® — Financial Planner
Kelly McKay
CRPS®, CPFA®, AIF® — Client Relationship Manager
Tony Delorenzo — Client Service Associate
Dona Katseyeanis — Executive Assistant
Scott Waldron — Client Services Representative
Lori Griffith — CFO
Marleen Lagadon — Administrative Assistant
Nathan O'Connor — Relationship Manager; joined MWM in 2005
Sector focus
Frequently asked questions
What services does McKay Wealth Management Group provide?
The firm offers fee-based financial planning, portfolio management, retirement planning, estate planning, and tax strategy. It does not engage in direct private equity or venture capital investing, per its ADV filings.
Where is McKay Wealth Management Group located?
The firm's headquarters location is not publicly disclosed in regulatory filings or its official communications. No additional office addresses are available.
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